Real Estate & Finance CRM

Real Estate CRM that keeps every lead and site visit followed up.

Track leads, property matches and site-visit follow-ups automatically, so no enquiry goes cold waiting on a callback.

What's included

Everything a real estate team needs, nothing it doesn't.

01

Lead & enquiry tracking

Every enquiry logged with property interest and budget.

02

Property matching

Match leads to relevant listings automatically.

03

Site-visit reminders

Automated WhatsApp reminders before scheduled visits.

04

Follow-up sequences

Structured follow-up cadence so leads don't go cold.

05

Document tracking

Store and track KYC and agreement documents per client.

06

Agent-wise pipeline

See every agent's pipeline and conversion rate.

Who it's for

Independent brokers to multi-agent real estate firms.

Independent brokers

Manage your full lead pipeline from your phone.

Real estate agencies

Coordinate multiple agents on one shared pipeline.

Builders & developers

Track enquiries across multiple ongoing projects.

Data & security

Your data, handled the way this business needs it to be.

Access-controlled logins

Role-based accounts for owners, staff and admin — no shared passwords.

Encrypted storage

Records are encrypted at rest and transmitted over HTTPS only.

Daily backups

Automatic backups so data is never lost to a device failure or accidental deletion.

See our Privacy Policy for how your data is stored and processed.

See the Real Estate CRM configured for your business.

15-minute walkthrough, no obligation.